More informations about this product

Description

Dynamics CRM Workgroup Server is customer relationship management (CRM) server software that runs on Windows Server. It is designed for smaller organizations with five or fewer users who need to access tools for storing and analyzing customer records.

This donation provides one server license for a single CRM database. This license allows a maximum of five users to access the server from any number of devices without the need for client access licenses (CALs). For additional information about Dynamics CRM Server and the server and client licensing requirements, see the Guide to Dynamics CRM Editions and Licensing.

Which Versions of This Software Are Available?

You can choose to download the current version or the previous version of this software. You can find out which version is the current one in the Microsoft Title Groups document. In addition, you can download the software in any language that's available.

Benefits for Organizations

If you have system administration experience, you can use Dynamics CRM Workgroup Server to:

Simplify relationship management by bringing together all constituent information into a central location

Save time by sharing information and existing work across the organization, allowing you to reuse effective campaigns, marketing, and service materials rather than creating new ones

Automate and streamline processes by identifying best practices and creating consistent procedures

Major Capabilities

Create reports: Reports are available with on-demand, scheduled, or event-based delivery and can be generated by users without IT assistance.

Track correspondence: Replies to tracked emails are automatically tracked as well, allowing users to quickly see all pertinent correspondence with or about a customer.

Customize permissions and interfaces: You can set access rights and interface settings at all levels and departments so that personnel can access records in an appropriate and intuitive form. You can also customize the web and Outlook interfaces.

Secure data: Dynamics CRM supports SQL Server Mirroring, which ensures that a backup copy of the database is consistently available in case of damaged files.

The license key allows you to install the product on as many computers as you have received licenses for. This quantity is specified in the email you receive from TechSoup after you request this product.

Expect two emails:

When your donation request has been approved, TechSoup will send a message to your organization email address. This email will confirm the number of licenses you have requested and provide information about how to use the VLSC once Microsoft accepts your license agreement. Make sure the organization email that is registered with TechSoup is up-to-date. Visit My Member Profile and verify the address in your active organization profile.

Microsoft will send an email welcoming your organization to the VLSC. This email will indicate that Microsoft has accepted your license agreement. After you receive this email, you'll be able to follow the steps in the first email you received from TechSoup to obtain your donation through the VLSC.

Software Assurance

Under the Software Assurance program, you have the right to install any new release of products covered in the agreement during the term of your coverage.

System Requirements

Rules, Eligibility and Restrictions

This donation is available to nonprofits with 501(c)(3) designation and to public libraries.

The Microsoft Donation Program serves nonprofit organizations whose mission benefits the local community. Among these organizations are the following types, which have recently had changes to their eligibility:

Health services and related activities that are independent and not owned and operated by organizations that are eligible for Microsoft Government, Academic, or Health programs. These include community health clinics, medical research groups, behavioral healthcare nonprofits, women's health centers, hospices, rescue and emergency services, organizations that support patients and their families, and blood banks.

Private grantmaking foundations that receive the majority of assets or income from an individual, family, or corporation.

Museums.

Religious or faith-based organizations.

Public libraries must either have valid 501(c)(3) nonprofit status or be listed in the Institute of Museum and Library Services (IMLS) database. Public libraries may request Microsoft software donations through this program only for use on public access computers or on computers that are used to directly manage either the public access computers or the library's public access program. Participating libraries must also make their collection and basic services available to the population of their legal service area without charges to individual users (excluding incidental fees such as printing charges). If they so choose, libraries may impose charges on users outside the legal service area and may provide products and services (beyond basic services) to the public at large, with or without individual charges.

Organizations that are not eligible: Not all 501(c)(3) nonprofit organizations are eligible for participation in the Microsoft Donation Program. Those that are not eligible should visit Microsoft Volume Licensing for Industries for more information about charity licensing; they may still be eligible for discounted software from Microsoft. The following types of organizations are ineligible for Microsoft software donations:

Organizations that engage in discrimination in hiring, compensation, access to training or services, promotion, termination, or retirement on the basis of race, color, sex, national origin, religion, age, disability, gender identity or expression, marital status, pregnancy, sexual orientation, political affiliation, union membership, or veteran status, other than as allowed by law, are not eligible to participate in this program.

Eligible organizations receive an allotment of Microsoft software donation requests that is reset every two years. An organization's two-year cycle begins with its first donation request after July 27, 2011. After two years, a new cycle begins, and a new allotment available. The organization does not need to request the full amount of its allotment. There is no limit to the number of separate requests the organization can make and no minimum quantity requirement.

During its two-year cycle, an organization can request products from up to 10 title groups. For title groups that contain applications that run on an individual computer (like a desktop or laptop PC), there is a 50-license maximum. For title groups that contain client access licenses or other licenses that provide for connection to or management of a server, there is also a 50-license maximum. For server products, there is a five-product maximum, regardless of title group. For further details, see Quantity and Frequency of Microsoft Requests on the Microsoft Donation Program — Eligibility and Allotments page.

Microsoft products may not be transferred between separate legal entities or resold. Additionally, Microsoft products may not be installed on computers that will be given to or sold to other organizations or individuals, even as part of a charitable program.

Donated product will be distributed under this program to qualifying organizations and libraries only, not to individuals.